SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : PairGain Technologies -- Ignore unavailable to you. Want to Upgrade?


To: Edward J. Edwards, III who wrote (25671)8/26/1998 9:43:00 PM
From: Gary Korn  Read Replies (1) | Respond to of 36349
 
Ted,

Thanks. We need to figure out the status at Bell Atl. and SBC. That is:

1. At both companies, is ADTN a second source? Or is PAIR exclusive (particularly at SBC, for the analysts vary on that point). If ADTN is a second source at both, the splitting of revenue issue becomes somewhat less significant.

2. Why advantages/disadvantages, do PAIR products have over those of ADTN? Or is it pure price competition?

I look forward to hearing the thoughts of the analyst that you mentioned. By the way, I wonder whether, given the Furman Selz report, the stock might have been up today but for the general market selloff?

Gary Korn